Using the Pre-Chat Form

Shane Wall

Last Update 2 个月前

The Pre-Chat Form is an optional way to gather more information from visitors before allowing them to enter the chat. It can also be handy to help you qualify your visitors. Just be aware that enabling a Pre-Chat Form is likely to decrease the number of chats you receive from visitors on your site. So if you're interested in getting more chats, test leaving the Pre-Chat Form disabled.

To set up your Pre-Chat Form, make your way to the Administration section of the Dashboard by clicking the cog in the bottom left corner. Then select Chat Widget from the Channels list.

If you have multiple properties, make sure to check that you're currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

Clicking Edit Content under the Widget Content heading will open a new window that allows complete customization of all the content displayed as part of your chat widget, including changing the language.

The chat widget on the right side of the screen shows how the widget will appear to visitors if you save the changes you've made while editing the widget content.

Selecting the Pre-Chat Form option from the list will allow you to enable it with the switch to the right.

Once you have clicked the toggle you can add the fields you would like to have in the Pre-Chat Form. You can make any field required by clicking the little grey asterisks on the top right of each field. You can edit the label for each field by clicking the pencil icon above each field or delete the field by clicking the trash can.

You must have the Pre-Chat Form enabled to use the Departments feature. To use this feature please be sure to select the + Add department option.

Was this article helpful?

156 out of 173 liked this article

Still need help? Message Us